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Louisiana-Pacific

Basic Materials Updated August 09, 2026
$75.92
52W $66.12 – $102.86
56/100
$5.49B
99.4
1.59
AI Committee Verdict
Buy
56/100
Conviction: Contested · 50% agreement · 4 analysts
+1.3%
-0.5%
2.68:1
Contested

Is LPX Bullish or Bearish?

Bullish. Innellis AI committee rates Louisiana-Pacific (LPX) Buy with a composite score of 56/100 , based on 4 analysts with 50% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +18.52 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -1.48 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — market regime is bullish (bull market -- normal position sizing). Growth Analyst remains cautious — growth rate is decelerating quarter over quarter -- the trend line matters more than the level. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 09, 2026
Overall Committee Score
56/100
Agreement
50%
Analysts
4
Conviction
Contested
Sector Rank
Top 55%
of 54 Basic Materials peers
Growth Analyst bearish
35 / 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ MACD histogram positive -- bullish momentum
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score moved marginally from 55.4 to 56.5.

Analyst-level changes:
  • News Analyst: score 55->60 (+4).

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
64.8
Neutral
MACD Histogram
0.557
Bullish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Hh Hl
Support
$78.11
Resistance
$79.55
Bollinger %B
0.98
Inside Bands
Price vs Moving Averages
EMA 9
$75.67 Above
EMA 21
$74.95 Above
EMA 50
$74.85 Above
EMA 200
$79.22 Below

Fundamental Analysis

Valuation
58
Growth
42
Profitability
27
Financial Health
100
Cash Flow
15
Valuation
P/E Ratio 99.4×
P/B Ratio 3.15×
PEG Ratio -1.22
Dividend Yield 1.48%
52W High $102.86
52W Low $66.12
Quality & Growth
ROE 843.4%
ROA 555.8%
Gross Margin 1803.1%
Operating Margin 372.8%
Revenue Growth YoY
Debt / Equity 0.22
AI Fundamental Assessment
P/E ratio of 99.4 (rich relative to a 15-40x range); Price-to-book of 3.2x; PEG ratio of -1.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 8.4%; Return on assets of 5.6%; Net margin of 2.2%; Gross margin of 18.0%; Current ratio of 3.22 (healthy short-term liquidity); Debt-to-equity of 0.22; Free cash flow per share is negative (-0.27); Most recent quarter missed estimates by 33.6%; EPS growth decelerating (+1166.7% -> +5.3% QoQ); Average YoY EPS growth of -59.6%; Analyst estimates rising over recent quarters
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